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Artisan Partners Asset Management Inc.（APAM）与南玻集团（CSGS）财务数据对比。点击上方公司名可切换其他公司
Artisan Partners Asset Management Inc.的季度营收约是南玻集团的1.0倍（$335.5M vs $323.1M），Artisan Partners Asset Management Inc.净利率更高（35.2% vs 2.2%，领先33.0%），Artisan Partners Asset Management Inc.同比增速更快（12.9% vs 2.0%），Artisan Partners Asset Management Inc.自由现金流更多（$171.6M vs $55.8M），过去两年Artisan Partners Asset Management Inc.的营收复合增速更高（12.7% vs 4.6%）
阿蒂森伙伴资产管理公司（Artisan Partners）是总部位于美国威斯康星州密尔沃基的资产管理机构，除美国本土外，还在都柏林、香港、伦敦、新加坡、悉尼设有办公室，为全球客户提供专业的资产管理服务。
中国南玻集团股份有限公司是中国规模最大的建筑玻璃生产商，业务涵盖浮法玻璃、建筑玻璃、显示玻璃、汽车玻璃、镀膜玻璃、镜子、彩滤玻璃、太阳能玻璃及节能玻璃等各类玻璃产品的研发、生产与销售，产品广泛应用于建筑、消费电子、新能源汽车、光伏等多个领域。
APAM vs CSGS — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $335.5M | $323.1M |
| 净利润 | $118.1M | $7.0M |
| 毛利率 | — | 50.0% |
| 营业利润率 | 39.2% | 9.0% |
| 净利率 | 35.2% | 2.2% |
| 营收同比 | 12.9% | 2.0% |
| 净利润同比 | 34.9% | -79.7% |
| 每股收益（稀释后） | $1.36 | $0.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q4 25 | $335.5M | $323.1M | ||
| Q3 25 | $301.3M | $303.6M | ||
| Q2 25 | $282.7M | $297.1M | ||
| Q1 25 | $277.1M | $299.5M | ||
| Q4 24 | $297.1M | $316.7M | ||
| Q3 24 | $279.6M | $295.1M | ||
| Q2 24 | $270.8M | $290.3M | ||
| Q1 24 | $264.4M | $295.1M |
| Q4 25 | $118.1M | $7.0M | ||
| Q3 25 | $66.8M | $20.5M | ||
| Q2 25 | $67.6M | $12.3M | ||
| Q1 25 | $61.1M | $16.1M | ||
| Q4 24 | $87.5M | $34.5M | ||
| Q3 24 | $73.0M | $19.1M | ||
| Q2 24 | $57.6M | $13.8M | ||
| Q1 24 | $59.5M | $19.5M |
| Q4 25 | — | 50.0% | ||
| Q3 25 | — | 48.1% | ||
| Q2 25 | — | 49.5% | ||
| Q1 25 | — | 48.4% | ||
| Q4 24 | — | 51.3% | ||
| Q3 24 | — | 49.4% | ||
| Q2 24 | — | 47.3% | ||
| Q1 24 | — | 46.5% |
| Q4 25 | 39.2% | 9.0% | ||
| Q3 25 | 33.8% | 10.0% | ||
| Q2 25 | 28.2% | 10.0% | ||
| Q1 25 | 31.2% | 9.8% | ||
| Q4 24 | 36.7% | 13.4% | ||
| Q3 24 | 33.3% | 10.8% | ||
| Q2 24 | 32.0% | 8.8% | ||
| Q1 24 | 29.4% | 10.8% |
| Q4 25 | 35.2% | 2.2% | ||
| Q3 25 | 22.2% | 6.7% | ||
| Q2 25 | 23.9% | 4.1% | ||
| Q1 25 | 22.1% | 5.4% | ||
| Q4 24 | 29.5% | 10.9% | ||
| Q3 24 | 26.1% | 6.5% | ||
| Q2 24 | 21.3% | 4.8% | ||
| Q1 24 | 22.5% | 6.6% |
| Q4 25 | $1.36 | $0.24 | ||
| Q3 25 | $0.93 | $0.73 | ||
| Q2 25 | $0.94 | $0.44 | ||
| Q1 25 | $0.82 | $0.57 | ||
| Q4 24 | $0.99 | $1.20 | ||
| Q3 24 | $1.03 | $0.67 | ||
| Q2 24 | $0.80 | $0.48 | ||
| Q1 24 | $0.84 | $0.68 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | — | $180.0M |
| 总债务越低越好 | $190.0M | $539.5M |
| 股东权益账面价值 | $438.8M | $283.7M |
| 总资产 | $1.6B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.43× | 1.90× |
8季度趋势，按日历期对齐
| Q4 25 | — | $180.0M | ||
| Q3 25 | — | $158.4M | ||
| Q2 25 | — | $145.9M | ||
| Q1 25 | — | $136.0M | ||
| Q4 24 | — | $161.8M | ||
| Q3 24 | — | $118.4M | ||
| Q2 24 | — | $110.4M | ||
| Q1 24 | — | $120.8M |
| Q4 25 | $190.0M | $539.5M | ||
| Q3 25 | $190.0M | $538.6M | ||
| Q2 25 | $200.0M | $537.8M | ||
| Q1 25 | $200.0M | $537.6M | ||
| Q4 24 | $200.0M | $538.5M | ||
| Q3 24 | $200.0M | $539.5M | ||
| Q2 24 | $200.0M | $540.5M | ||
| Q1 24 | $200.0M | $541.5M |
| Q4 25 | $438.8M | $283.7M | ||
| Q3 25 | $402.1M | $289.5M | ||
| Q2 25 | $381.8M | $290.7M | ||
| Q1 25 | $356.5M | $283.1M | ||
| Q4 24 | $388.9M | $282.6M | ||
| Q3 24 | $372.1M | $288.4M | ||
| Q2 24 | $341.2M | $273.3M | ||
| Q1 24 | $320.3M | $269.3M |
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.4B | $1.4B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.6B | $1.5B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.5B | $1.4B | ||
| Q1 24 | $1.5B | $1.3B |
| Q4 25 | 0.43× | 1.90× | ||
| Q3 25 | 0.47× | 1.86× | ||
| Q2 25 | 0.52× | 1.85× | ||
| Q1 25 | 0.56× | 1.90× | ||
| Q4 24 | 0.51× | 1.91× | ||
| Q3 24 | 0.54× | 1.87× | ||
| Q2 24 | 0.59× | 1.98× | ||
| Q1 24 | 0.62× | 2.01× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $172.0M | $59.2M |
| 自由现金流经营现金流 - 资本支出 | $171.6M | $55.8M |
| 自由现金流率自由现金流/营收 | 51.2% | 17.3% |
| 资本支出强度资本支出/营收 | 0.1% | 1.1% |
| 现金转化率经营现金流/净利润 | 1.46× | 8.46× |
| 过去12个月自由现金流最近4个季度 | $420.6M | $141.4M |
8季度趋势，按日历期对齐
| Q4 25 | $172.0M | $59.2M | ||
| Q3 25 | $40.4M | $47.9M | ||
| Q2 25 | $50.9M | $37.3M | ||
| Q1 25 | $157.9M | $11.5M | ||
| Q4 24 | $372.8M | $82.5M | ||
| Q3 24 | $112.8M | $39.5M | ||
| Q2 24 | $75.9M | $43.1M | ||
| Q1 24 | $147.0M | $-29.4M |
| Q4 25 | $171.6M | $55.8M | ||
| Q3 25 | $40.4M | $43.9M | ||
| Q2 25 | $50.9M | $34.6M | ||
| Q1 25 | $157.7M | $7.1M | ||
| Q4 24 | $371.3M | $76.6M | ||
| Q3 24 | $112.4M | $32.0M | ||
| Q2 24 | $75.2M | $38.8M | ||
| Q1 24 | $146.9M | $-34.1M |
| Q4 25 | 51.2% | 17.3% | ||
| Q3 25 | 13.4% | 14.5% | ||
| Q2 25 | 18.0% | 11.6% | ||
| Q1 25 | 56.9% | 2.4% | ||
| Q4 24 | 125.0% | 24.2% | ||
| Q3 24 | 40.2% | 10.8% | ||
| Q2 24 | 27.8% | 13.4% | ||
| Q1 24 | 55.6% | -11.6% |
| Q4 25 | 0.1% | 1.1% | ||
| Q3 25 | 0.0% | 1.3% | ||
| Q2 25 | 0.0% | 0.9% | ||
| Q1 25 | 0.1% | 1.5% | ||
| Q4 24 | 0.5% | 1.9% | ||
| Q3 24 | 0.1% | 2.5% | ||
| Q2 24 | 0.2% | 1.5% | ||
| Q1 24 | 0.0% | 1.6% |
| Q4 25 | 1.46× | 8.46× | ||
| Q3 25 | 0.60× | 2.34× | ||
| Q2 25 | 0.75× | 3.04× | ||
| Q1 25 | 2.58× | 0.71× | ||
| Q4 24 | 4.26× | 2.39× | ||
| Q3 24 | 1.54× | 2.07× | ||
| Q2 24 | 1.32× | 3.12× | ||
| Q1 24 | 2.47× | -1.51× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
APAM
暂无分部数据
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
